Newsletter: December 2019

Macro Overview Markets have been undermined for weeks by the uncertainty of a phase-one trade deal outlined by U.S. and Chinese trade delegates. Optimism for a probable U.S.-China trade deal stemmed from the progression toward a phase-one deal that might include a...

Happy Thanksgiving! A Time To Be Grateful

By Greg Hart, CFP® Happy Thanksgiving from the Hart Family and Haddon Wealth Management! We want to take a moment to thank you for being a part of our family! We sincerely appreciate the trust you place in our firm and we take our responsibility to you and your family...

Newsletter: November 2019

Macro Overview Equity markets defied the historically negative month of October with equity indices moving higher despite ongoing trade dispute uncertainty and growing concerns of global economic headwinds. Major domestic and international equity indices rose in sync...

Could Financial Planning Reduce Your Tax Bill?

By Greg Hart, CFP® There’s one thing I believe we can all agree on: taxes are no fun! For many, just the thought of having to prep and file can cause great distress, but did you know you spend almost four months of every year working to pay the IRS? (1) This...

The Importance Of Trusts In Estate Planning

By Greg Hart, CFP® Do you have your estate planning documents in place? When most people think of estate planning, they think of wills, powers of attorney, and advanced directives. Those are the basic documents of estate planning. But is your financial life basic? If...
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